Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit Profit Sharing Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 23,861
- Participants Very large workforce
- 91st
- Percentile by assets National rank
- $4,152
- Avg per participant Low balance/head
Official DOL plan name: St. Louis-Kansas City Carpenters Regional Annuity · Sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit · Missouri · Finance & Insurance
$99M in assets, 23,861 participants
Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit's St. Louis-Kansas City Carpenters Regional Annuity reported $99M in total assets and 23,861 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,667 in Finance & Insurance (8,869 peers)
Coverage in Missouri
St. Louis-Kansas City Carpenters Regional Annuity covers 23,861 participants in Missouri, 32x the typical Missouri plan (state average ~737 per filing). Assets: $99M.
- #7,667
- in Finance & Insurance (8,869 peers)
- +50.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
St. Louis-Kansas City Carpenters Regional Annuity's outsized position by total assets
St. Louis-Kansas City Carpenters Regional Annuity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$99,077,772 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St. Louis-Kansas City Carpenters Regional Annuity's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Louis-Kansas City Carpenters Regional Annuity is a mega filing (23,861 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Louis-Kansas City Carpenters Regional Annuity end-of-year assets rose from $66M in the plan year 2022 filing to $99M in the plan year 2023 filing.
- St. Louis-Kansas City Carpenters Regional Annuity reported net income rose from $22M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- St. Louis-Kansas City Carpenters Regional Annuity reported participants rose from 20,920 in the plan year 2022 filing to 23,861 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 371942230 · Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit PY 2023 · Profit Sharing
St. Louis-Kansas City Carpenters Regional Annuity · $99M · 23,861 · 91st
- RANK $99M
- RANK 23,861
- RANK 91st
- RANK Profit Sharing
- RANK near Virginia Pilot Association Retirement Plan
- RANK ind #7667
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Missouri →
St. Louis-Kansas City Carpenters Regional Annuity in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $33M |
| Employer EIN | 371942230 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit)
Sponsor-wide plan assets over time
All Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 113.74258505564792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,920 | $66M |
| 2023 | 1 | 23,861 | $99M |
| 2024 | 1 | 17,034 | $141M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Scale composition for St. Louis-Kansas City Carpenters Regional Annuity
St. Louis-Kansas City Carpenters Regional Annuity reports $99M in end-of-year assets across 23,861 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $4,152 per participant (3% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.
This plan identity (EIN 371942230, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $141M (+113.7%) while covered participants moved from 20,920 to 17,034 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,920 | $66M | Open filing |
| 2023 | 23,861 | $99M | This page |
| 2024 · index core | 17,034 | $141M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- St. Louis-Kansas City Carpenters Regional Annuity (Profit Sharing, $141M, 17,034 participants)
St. Louis-Kansas City Carpenters Regional Annuity's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Virginia Pilot Association Retirement Plan in VA ($99M); by covered participants it is Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 in IL (23,108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
Similar participant headcount
Nearest other-state filings by covered participants (23,861 participants); asset peers above are excluded.
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 (IL) 23,108 · 753 off
- Sprinkler Industry Supplemental Pension Fund (MD) 25,150 · 1,289 off
- Orlando Health, Inc. Retirement Savings Plan 401a (FL) 26,077 · 2,216 off
- Intel Retirement Contribution Plan (CA) 21,513 · 2,348 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.